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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1111 | 1039 | 1253 | 1271 | 1871 | 2746 |
Fund Return | 11.1% | 3.91% | 25.26% | 8.33% | 13.35% | 10.63% |
Place in category | 613 | 460 | 950 | 610 | 863 | 615 |
% in Category | 37 | 27 | 66 | 46 | 72 | 70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 95.38B | 11.27 | 9.53 | 12.63 | ||
Schwab Total Stock Market Index | 23.7B | 10.19 | 7.69 | 11.98 | ||
Schwab 1000 Index | 16.37B | 10.70 | 8.37 | 12.20 | ||
Schwab International Index | 9.6B | 7.71 | 3.21 | 4.69 | ||
Schwab Fundamental US Large Company | 8.59B | 8.36 | 8.70 | 11.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 9.98 | - | - | |
Alphabet Inc Class A | - | 6.71 | - | - | |
Amazon.com Inc | - | 5.14 | - | - | |
Apple Inc | - | 4.80 | - | - | |
Meta Platforms Inc Class A | - | 4.02 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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